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Corporate Actions Specialist Resume Example

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CORPORATE ACTIONS SPECIALIST
Summary
Driven and self-motivated Corporate Actions Specialist with a client-oriented focus, dedicated to continuous improvement and growth. I provide energy and value to an organization's quest for excellence. My goal is to use the skills I've acquired to move into an analytical finance or accounting role. 
Key Skills
  • Financial analysis
  • Corporate finance
  • MS Excel expert
  • Detail-oriented
  • Excellent time management skills
  • Excellent communication skills
  • People-oriented
  • Analytical
Education
BSBA, Finance2014Robert Morris - City, State, United States
GPA: 3.25
​
Course Work
Finite Math & Applied Calculus, Principles of Macroeconomics, International Finance, Corporate Finance, Managerial Accounting, Management Science, Organization Behavior, Principles of Finance, Money and Banking, Finance Technology, Investment Analysis II
​
​
Experience
Corporate Actions SpecialistDec 2014 to Current
Charles Schwab Corporation - Reno , NV
Service several clients that demand different needs.
​
Processes both mandatory and voluntary specific corporate actions functions related to international and U.S. securities held (regardless of custodian) for specific Bank of New York Mellon back office clients.
Processing responsibilities include: the receipt of custodian announcements, the scrubbing/comparison of data, and the notification of corporate action events to a specific client.  
Reconciles client positions with multiple custodians and monitors appropriate posting of accruals and entitlements to client accounts.  
Responsible for soliciting and receiving responses from the clients and for submitting these instructions to the various custodians prior to their deadline dates.  
Utilizes Word, Excel, and Outlook daily.  
Was given training responsibilities just six months into the job. I was also able to learn quickly, receiving minimum training only on the creation stage of offers and was able to process events in full within only a couple of weeks.  
Interacts with clients and custodians daily and handles inquiries through phone and email.  
This job requires an above average ability to multi-task and prioritizing which actions need to be processed in a specific timely order depending on which client needs serviced or which stage the event is in. Our group has the highest volume of events on our floor, staying very busy each day and is the only group which processes from start to finish.  
Runs reports for our department such as the trade report, informing co-workers if there are trades on their offers, as well as the restricted report, which shows what actions have encumbered positions (client accounts that currently are restricted from receiving or delivering trades).  
Responsible for closing all offers that were assigned to myself. Each offer must be checked for accuracy and must be checked within two weeks after closing.
Cashier/CookAug 2012 to Dec 2014
Eldorado Resorts, Inc. - Boonville , MOReceived and prepared food orders.
CashierDec 2010 to Jan 2012
Wildhorse Championship Golf - Pendleton , ORAssigned lanes to customers; Handled various customer service duties including food preparation, birthday parties, and answering phones.
Customer Service RepresentativeJul 2005 to Current
Pathfinder Bank - Syracuse , NY
Performs various duties including: running the main counter and snack bar, hosting birthday parties, office duties using Excel and Word, oiling and maintaining lanes, opening and closing the bowling center.
Very experienced and comfortable working with customers and answering phones.
Leadership/Activities
*Recognized by several clients at Bank of New York Mellon for handling of situations and positive business experiences
*Independent Business: iPhones - fixed cracked iPhones and resell for profit
*Dek Hockey: Team Manager and player - handles team finances and scheduling
*Robert Morris University: Italian Club; Intramural Football, Kickball, Hockey; founding member of Kappa Sigma Fraternity; volunteered to assist freshman move in; volunteered in The Race to Cure Breast Cancer.
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Resume Overview

School Attended

  • Robert Morris

Job Titles Held:

  • Corporate Actions Specialist
  • Cashier/Cook
  • Cashier
  • Customer Service Representative

Degrees

  • BSBA , Finance 2014

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